The Week in Energy – March 10, 2026
Diamondback boosts drilling efficiency, Chord scales four‑mile laterals, Expand Energy cuts Haynesville breakevens, Diversified buys East Texas assets, and Bay du Nord progresses.
PJM Capacity Market Expands the Price Collar | Stability or Scarcity Signal
This week’s ETT reviews PJM’s extension of its capacity market price collar through 2030 and new expedited interconnection track. While aimed at boosting new capacity, EIR finds the measures temporary as load forecasts remain more bullish than ours.
What Agentic AI Means for Oil and Gas Finance and Supply Chain (Without the Hype)
Artificial Intelligence (AI) has become a constant topic in enterprise software conversations. For finance and supply chain leaders in oil and gas companies, however, many of those conversations feel disconnected from reality. Promises are big, terminology is vague, and outcomes are often unclear. The result is understandable skepticism. Not because leaders doubt the potential of […]
U.S. Strikes on Iran: Navigating Global Energy Market Volatility
Recent joint U.S.- Israeli military strikes in Iran and the ongoing geopolitical tensions in the region cast a significant shadow over global energy markets. As the world watches closely, the potential for regime change and the implications for oil and gas supply chains are paramount.
Should Oilfield Service Companies Join the BTM Power Markets?
Oilfield service companies have seen this pattern before: a new growth opportunity emerges, capital flows and early movers reshape their business models. You’ve lived through the shale revolution, through consolidation waves, through efficiency cycles. Some pivots worked. Some didn’t. What makes this moment different is the structural shift in electricity demand. Data center power consumption is accelerating at a pace regional grids were not designed to […]
The Week in Energy – March 3, 2026
BP delivers strong 2025 results, Oxy boosts onshore efficiency, ConocoPhillips advances Surmont, Whistler sanctions Bay Runner, and Kinetik explores a potential sale.
Clean Fuels Fundamentals: The Reckoning Phase
The clean fuels story has turned a corner. EIR’s 2026 Clean Fuels Fundamentals finds an industry in recalibration: credit exposure, policy clarity and margin durability have replaced breakneck expansion as the sector’s defining priorities.
Navigating Alberta’s Oil Volatility: Strategies for Economic Stability
Alberta’s economy frequently grapples with the inherent volatility of oil prices, a challenge that can significantly impact provincial coffers and lead to substantial deficits.
Why the Best AP Platforms Are Moving Upstream into Source-to-Pay
Accounts Payable in oil and gas has never been more important. AP teams are under increasing pressure to reduce disputes, close faster, improve accuracy, and provide confidence in spend. Many organizations have invested heavily in AP automation and process improvement, and those efforts are paying off. Finance teams feel the impact of late visibility more […]
Precision Power Forecasting: Enverus Delivers Superior PJM Load Forecasts Amid Late January Cold Stress
During the last week of January, the PJM Interconnection was operating in the immediate aftermath of the January 23–27 winter storm Fern, which occurred within the broader January–February 2026 North American cold wave. The storm brought widespread snowfall and prolonged below average temperatures across much of PJM’s area, affecting the Midwest, Ohio Valley, and Mid‑Atlantic […]